SRH Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for investment companies.
SRH Advisors reports 257 clients. They include 142 individual clients, 96 high-net-worth individuals and 12 charitable organizations. Nearly all assets ($3.15B across 439 accounts) are managed with discretion; $1.05M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 1% |
| High-net-worth individuals | 37% | 19% |
| Investment companies | <1% | 75% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 5% | 4% |
| Other client typesCorporations and other businesses | 2% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 142 | $32.3M | 1.0% | $227K |
| High-net-worth individuals | 96 | $610M | 19.4% | $6.35M |
| Investment companies | 2 | $2.38B | 75.5% | $1.19B |
| Pension and profit-sharing plans | Fewer than 5 | $2.51M | 0.1% | — |
| Charitable organizations | 12 | $124M | 3.9% | $10.4M |
| Corporations and other businesses | 5 | $3.33M | 0.1% | $666K |
| Total | 257 | $3.15B | 100% | — |
- Clients
- 142
- Regulatory AUM
- $32.3M
- AUM share
- 1.0%
- Avg. per client
- $227K
- Clients
- 96
- Regulatory AUM
- $610M
- AUM share
- 19.4%
- Avg. per client
- $6.35M
- Clients
- 2
- Regulatory AUM
- $2.38B
- AUM share
- 75.5%
- Avg. per client
- $1.19B
- Clients
- Fewer than 5
- Regulatory AUM
- $2.51M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 12
- Regulatory AUM
- $124M
- AUM share
- 3.9%
- Avg. per client
- $10.4M
- Clients
- 5
- Regulatory AUM
- $3.33M
- AUM share
- 0.1%
- Avg. per client
- $666K
Total
- Clients
- 257
- Regulatory AUM
- $3.15B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
SRH Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Susan L. Ciciora Trust owns 75% or more of SRH Advisors. The leadership team of SRH Advisors includes President Jacob Hemmer and Chief Compliance Officer Nicole Murphey. It has 9 employees, 4 of them in advisory roles.
Leadership
- Jacob HemmerChief Investment Officer, President/Manager
- Nicole MurpheyChief Compliance Officer
- Lee LegleiterChief Legal Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Corey Bowen
- Jacob Eugene Hemmer
- April Dawn McCullough
Staff
- 9 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of SRH Advisors, LLC
Susan L. Ciciora Trust
Control person · since September 2008
- Owns 75% or more of SRH Advisors, LLC
Peak Trust Company - Ak
Control person · since July 2008
- Owns 75% or more of Peak Trust Company - Ak
Stewart West Indies Trust
Control person · since January 2008
SRH Advisors’ regulatory assets grew 1.9× from $1.69B (March 2021) to $3.15B (March 2026); clients rose from 193 to 257 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.15B | 257 | 9 | 1 |
| March 2025 | $2.96B | 248 | 10 | 1 |
| March 2024 | $2.57B | 223 | 10 | 1 |
| March 2023 | $2.19B | 212 | 9 | 1 |
| March 2022 | $2.09B | 207 | 7 | 1 |
| March 2021 | $1.69B | 193 | 9 | 1 |
Besides its headquarters, SRH Advisors has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 2121 E. Crawford Place, SalinaHQ
Contact and registration details
- Legal name
- SRH Advisors, LLC
- Headquarters
- 2121 E. Crawford Place, Salina, KS 67401
- Website
- srhadvisorsllc.com
- Phone
- 785-823-3097
- @srh-advisors-llc
- SEC file
- 801-70202
- Structure
- Alaska LLC
- Fiscal year end
- December
SRH Advisors uses Charles Schwab ($772M) as custodian for its separately managed accounts. SRH Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $772M100%
At year end, SRH Advisors’ separately managed accounts were mostly in stocks (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $392M across 276 positions; the largest are Srh U S Quality ETF (50.4%), Srh REIT Covered Call ETF (13.3%) and Sch US Div Equity ETF (7.1%).
What the accounts hold
- Stocks93%
- Funds2%
- Cash5%
Reported 13F holdings
- $392M
- Reported 13F value
- 276
- Positions
- 86.3%
- In the 10 largest
- +12.3%
- Value vs. prior quarter
- Srh U S Quality ETF · Srhq50.4%
- Srh REIT Covered Call ETF · Srhr13.3%
- Sch US Div Equity ETF · Schd7.1%
- JPMORGAN Chase & Co · Jpm4.8%
- Schw US Brd Mkt ETF · Schb2.9%
- Cohen & Steers · Utf2.9%
- Avantis U S Large Cap Value ETF · Avlv1.8%
- Berkshire Hathaway Inc. B · Brk.b1.3%
- Evercore Inc. · Evr1.0%
- iShares Core S&P 500 · Ivv0.9%
Together, the ten largest are 86.3% of reported value.
How many clients does SRH Advisors have?
SRH Advisors has 257 clients and manages $3.15 billion for them, as of March 2026. They include 142 individual clients, 96 high-net-worth individuals and 12 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does SRH Advisors offer?
SRH Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does SRH Advisors use?
SRH Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $772M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does SRH Advisors have?
SRH Advisors has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SRH Advisors invest in?
At the end of its last fiscal year, SRH Advisors’ separately managed accounts held 93% exchange-traded equities, 5% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SRH Advisors?
SRH Advisors is owned through a trust by Stewart West Indies Trust. Its direct owners are Susan L. Ciciora Trust (75% or more) and Peak Trust Company - Ak (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does SRH Advisors get paid?
SRH Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SRH Advisors?
SRH Advisors’ main office is at 2121 E. Crawford Place, Salina, KS 67401. Its phone number is 785-823-3097. Its website is srhadvisorsllc.com.